Communicating through Case Tracker allows you to organize and refer back to correspondence sent and received throughout the case
How to Send Case Correspondence
You can view and send messages and case status updates to a member of your team or to parties and witnesses in the case.
Note: Permission for a user to view or send Correspondence is set up by a system administrator through Roles.
There are three ways to send correspondence
1. From the Cases Table, click the Create Case Correspondence Icon on the right side under the Actions Column. 
2. From the Manage Case Screen, click the Correspondence Tab on the Top Navigation Menu then click Compose at the top right of the screen.
3. From the Progress Screen, click the Correspondence Button located next to the active step.
Steps for sending correspondence
1. Select Recipients: In the correspondence window, select the individuals to receive the message.
2. Draft Message: You can either select a correspondence template using the template dropdown menu or write a new message.
Click the Add Placeholder dropdown to insert personalized or dynamic content into your message. Learn more about using Placeholder tags
To see a live preview of your message, click Preview at the top right corner of the message editor. To return to the editor, click Edit at the top right corner.
3. Add attachments: If you would like to add an attachment to the message, click the arrow to the right of the Attachments label to open the Attachments Box.
You can either attach an existing case document by selecting a file from the case document folders, or attach a new file by selecting a file from your desktop or simply dragging and dropping the file from your desktop over to the Attachments Box.
4. Copy to Notices: If you would like the attachment to be saved to the Notices Folder within Case Documents, select the ‘Copy to Notices’ checkbox at the bottom right corner of the message box.
5. Choose delivery method: Under Configurations, you can choose to send the message in the Case Tracker app, via email, or via SMS by using the corresponding checkboxes.
Note: This image shows the correspondence only being saved in Case Tracker. The receiver will not receive a message outside of Case Tracker.
Note: The SMS or Email notifications must be enabled for each individual in the Case Details for the notifications to be sent to that individual.
Where to View Correspondence History
All messages sent to and received by parties and case managers are stored under the Case File.
Click on the case that you would like to view, then click the Correspondence Tab on the Top Navigation Menu to access the correspondence history.
Use the Complainant, Respondent, Managers, and Witnesses tabs above the message display to filter correspondence by contact.
How to Create a Correspondence Template
To set up a correspondence template, open the Preferences Screen on the Left Navigation Menu, then click the Templates Tab on the Top Navigation Menu.
Note: Permissions to update these Preferences, including templates, are set up in Roles by your system administrators.
Under the Correspondence Tab on the Top Navigation Menu, you can add, edit, and delete templates. You can also manage who has permission to use the template. You can also organize and group templates by creating template types.
Refer to the article, Using Placeholder Tags, to learn more about inserting personalized or dynamic content to your template.